Add Marketing Plan Templates

You can define as many marketing plan templates as you need. For example, you may need two; one to support your hierarchy, and another for one-off appeals.

When you add a template, you specify its number of levels with a minimum of two (planned appeals and planned marketing efforts) and a maximum of five. You select a color and a different gradient of the color displays each level of the plan. When you add levels, you specify a name. Level names do not have to be unique, but doing so helps ease data entry and reporting. Template names must be unique.